Drag and Drop Editor

Select Drag and Drop Editor from the type of touchpoints available. Then click on Save and continue.

Fill basic details of touch point like touchpoint name, content type, sender name, sender mail, subject, recipient mailing address, CC, BCC and any attachments to be added.

With the New Sense Editor, you can easily drag and drop a variety of formatting and content modules:

Formatting Rows are available as layout modules that can be placed in your email to create a dynamic look with variety of content combinations row by row:
Drag-and-drop any of the following content modules into your touchpoint:  Text Image Button Divider Social icons Survey HTML Video Icons Menu

Build as you go - add, move, or edit Formatting Rows and Content Modules in your touchpoint at any time!

We recommend starting by selecting the Formatting Rows you want to use - drag each box into your preferred spot in the email.

Add your copy directly in each module, and edit your text as you need.

Drop in variables to make your emails and newsletters personalized, and add logos, images, and other media to make your touchpoint memorable.

NOTE:  If you have manually typed the variable, or if you copied the touchpoint from a different entity type then the touchpoint will not have the correct variable. So make sure you have the correct variable included before sending it.

All your company’s Logos in one place:

Within the editor, you can also add all of your company’s assets. These will be available for any future templates you create.

Surveys in Drag and Drop Editor

Make your emails more powerful by adding Sense surveys. Every survey’s first question and response options will display in the email body, with additional questions opening up in a browser window.

If your email contains a lot of important information, we recommend keeping surveys short and concise. Commonly used surveys we recommend for use in the drag-and-drop email editor:

• NPS
• First-day check-in
• Confirming interest in an open role/listing

To insert a survey, drag the SURVEY content block to the place you’d like to add it. You can drag the survey module to any place in the email as you can with all other modules:

Once you have your Survey Content block in the desired spot, switch from the Email tab to the Survey tab at the top of the page to create your survey:

NOTE: Questions from previously created surveys or touchpoints cannot be imported into the survey builder in the drag-and-drop email editor.

Add your survey questions as you normally would, include multiple types of questions, set alerts (don't forget to set your alert email recipients in the Basics tab) or any branching that you may need:

Alternatively, you can also insert the survey link in your text:

A preview is worth a thousand words:

1. Click the Preview Email tab
2. If using any custom variables, enter a name to simulate what the email will look like for that recipient. You can view either Desktop/Mobile preview.

Smart Tags

The “Smart Tag” feature provides you with a better way of personalizing your content with the Email Drag and Drop Editor.

Benefits of Smart Tags:

• Better user experience.
• Shows real names instead of raw syntax. For example, “Customer Name” instead of “{%customer.name%}”.
• Ability to select, replace, and style merge tags with just one click.
• Quickly identifies and merges tags through a specific highlighting.
• Ability to show sample content for each merge tag, both during editing and preview.